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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,590 | $57,590-79.9% | $86,233-86.6% | $82,448-85.9% |
| Participation rate | 9.6% | 57.9%-48.2pp | 69.0%-59.4pp | 68.1%-58.5pp |
| Annual return | 24.11% | 22.41%+1.7pp | 61.39%-37.3pp | 41.64%-17.5pp |
| Employer contribution / active EE | $381 | $1,655-77.0% | $2,504-84.8% | $2,551-85.1% |
| Participant deferral / active EE | $618 | $3,080-79.9% | $4,559-86.4% | $4,139-85.1% |
| Admin fee / account holder | $7,711 | $4,730+63.0% | $8,342-7.6% | $7,234+6.6% |